Signals Notebook: Share a Request template with other users from the Signals Configuration

For Administrators only.

Prior to this task:

✔ Request template must be created.

1️⃣ Signals Configuration ➡ select  [System Objects]
2️⃣ System Objects ➡ select Tasks and Requests
3️⃣Tasks and Requests Settings pane ➡ select Request ➡ select Templates
4️⃣ Request Templates section ➡ select request template to share
5️⃣ Request template ➡ select [Sharing]
6️⃣ Sharing ➡ select Users/Groups
7️⃣ Users/Groups tab ➡ select Filter by username/group name... ➡ type username/group name ➡ select [plus icon]
8️⃣ Users/Groups section ➡ select  [permission]

Supporting Knowledge

When sharing, users can decide whether to grant Read, Write, or Full Control access:

• Read – can view but not edit.
• Write – can edit and trash.
• Full Control – can edit, trash, restore, share, copy, among others.